Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$678,714
+$11,842 QoQ
Shares Held
11,237
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,110
of 2,047 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $7,761,087 across 11 Banks - Regional names. USB ranks #7 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
13,424 | $1,307,363 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,460 | $1,266,070 | |
| 3 | CASH |
Pathward Financial, Inc.
|
12,744 | $1,109,492 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,894 | $958,780 | |
| 5 | FHN |
First Horizon Corp
|
31,360 | $804,070 | |
| 6 | ACNB |
Acnb Corp
|
13,003 | $772,118 | |
| 7 | USB |
US Bancorp De
This page
|
11,237 | $678,714 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
15,079 | $267,350 |
All Filings in USB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,714 | 11,237 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $666,872 | 12,822 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $666,199 | 12,485 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $675,895 | 13,985 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $646,396 | 14,285 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $630,555 | 14,935 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $824,971 | 17,248 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $811,616 | 17,748 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $702,094 | 17,685 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $812,869 | 18,185 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $785,748 | 18,155 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $615,081 | 18,605 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $579,852 | 17,550 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $639,887 | 17,750 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,807,758 | 224,897 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,253,020 | 204,688 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,727,600 | 189,648 | Shares | Sole | 2022-08-04 | |
| 2021-09-30 | $222,900 | 3,750 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $213,637 | 3,750 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $290,377 | 5,250 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $202,666 | 4,350 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $511,892 | 14,859 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||